CRM for Service Companies: More predictability and scale for operation
Ploomes CRM for Services centralizes data, organizes business processes, and connects sales and contracts in one place, ensuring more predictability, productivity, and control.
+ 3000 companies use Ploomes to optimize their commercial management
Does your service company face these challenges?
Lack of visibility of the funnel and the client portfolio
Without clear vision, decisions are made in the dark.
Difficulty keeping up with renewals and retention
Renewals are lost and opportunities for expansion are squandered.
Non-standard business processes
The company doesn't know what is being sold and how.
Proposals and contracts made manually
Longer negotiations and frequent errors.
The Ideal Solution
How Ploomes solves These Challenges in Practice
Ploomes solves these challenges with automated processes, centralized data, and an intuitive platform.
Complete management of the sales funnel
Visualize all opportunities in real time, with steps customized to your service model: projects, recurring contracts, SLAs, or renewals.
Portfolio management and relationship with clients
Business process automation
Commercial proposals and automated contracts
Integrations
Connect CRM to essential tools for service companies
Ploomes integrates with its technology ecosystem. All information centralized and synchronized in one place.
See all Ploomes integrations
Native integrations
Ploomes natively integrates with the main solutions used by service companies, such as ERPs, electronic signatures, service and productivity.
On-demand integrations
Count on a specialized team to develop customized integrations with internal systems or applications specific to your service model.
Mobile app
Ideal for service teams with external or hybrid routines.
Access clients, opportunities, contracts, and activities in real time, from anywhere.
Library with AI
Artificial Intelligence applied to service and sales management
Use AI to analyze data, organize customer information, and support decisions that increase business operation efficiency.
Security and Governance
Reliability for Service Companies
What types of service companies is Ploomes for?
B2B Technology & Software
Business and Strategic Consultancy
Insurance companies and insurance brokers
Corporate Financial Services
Marketing, Communication and B2B Agencies
Human Resources and Corporate Development
Engineering and Technical Services
Logistics and Operations
BPO and Process Outsourcing
Legal Services and Compliance
Market Research and Intelligence Firms
Results your service company can expect
“Ploomes is a tool that centralizes all commercial operation information. At Unimed, we increased the productivity of our sellers.”
Unimed SC.
services
Implementation and support
from Ploomes CRM
We have exceptional people to run your business
to larger flights using Ploomes CRM and its modules
Consultative implementation
You know your processes, us, the technology. Together, we implemented Ploomes with support and training. Our multidisciplinary team is our differential.
Recurrent support
Online chat for clarification of questions and assistance to users. For accounts that require greater proximity, we offer the possibility of contracting premium support with personalized service..
Projects
Team made up of business analysts, solution architects and developers, with the function of activating the potential of Ploomes in your company through the development of new integrations, applications and functionalities.
Ready to transform your business management?
Perguntas Frequentes
Não. O Ploomes CRM atende desde empresas de serviços em crescimento até operações mais complexas, adaptando processos conforme o nível de maturidade comercial.
Sim. O Ploomes permite gerenciar contratos, renovações, recorrência de receita e histórico do cliente em um único lugar.
Sim. Os funis de vendas, etapas e regras do Ploomes são totalmente configuráveis para projetos, contratos, SLAs ou modelos híbridos.
Sim. A plataforma automatiza propostas e contratos a partir de modelos, reduzindo erros e acelerando o fechamento.
Sim. O Ploomes possui integrações com ERPs e outras ferramentas, garantindo dados confiáveis do comercial ao financeiro.
Sim. O Ploomes foi desenvolvido para facilitar a adoção, com interface intuitiva e automações.
Sim. A Ploomes tem uma equipe de especialistas dedicados à implementação e ao sucesso do cliente, garantindo que o CRM funcione de acordo com sua operação.
Possui outras dúvidas? Entre em contato